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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,991 | $45,566-3.5% | $64,105-31.4% | $59,633-26.2% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -2.19% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,580 | $2,057-23.2% | $2,822-44.0% | $3,192-50.5% |
| Admin fee / account holder | $2,518 | $3,268-22.9% | $4,499-44.0% | $4,297-41.4% |